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Someone Leak Something?
Something rather disturbing from a European trading desk...
TODAY TWO LARGE MACRO FUNDS OVER HERE HAVE GONE WILDLY LONG S&P. NOT LONG. WE TALKING 250% NET LONG. IT LOOKS LIKE CONCERTED ACTION ON GDP DGRADES FROM GS AND BOFA ARE THE LETTER DELIVERED TO BEN ON QE3. HUGE DIRECTIONAL BET WITH NEW CAPITAL PUT AT WORK. MOST LIKELY THE TWO INSTITUTIONS ARE COORDINATING ACTION WITH OFFICES IN CONNECTICUT. CHECK INFLOWS OF BLUE CHIP HEDGE FUNDS IN JAN FEB. APPLY 2.5 LEVERAGE. WE ARE TALKING ABOUT SOME 40-60BN PUT AT WORK PRIMARILY ON EMINIS AT THE MOMENT. WHETHER SOME EXTERNAL FORCE WILL LEAVE THEM HIGH AND DRY I DON'T KNOW. BUT IF ANYTHING SEEMED TO BE AT LEAST NOT TOO IRRATIONAL UP TO NOW, IN THIS THIRD WAVE, BE READY FOR REAL ROCK AND ROLL.
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I'd like to believe that... if it wasn't for the fact that everything has been bizarro for the last few days.
Something is up. Which way to go, which way to go... this is nerve racking.
I want to short e-mini's so bad.
There's been an Executive Order to support the markets since the nuclear accident, covering most markets. It's funny, it looked like we were going into a correction prior to the earthquake and then the order came to reverse course, but I suspect they have ended up pretty long, so now trying to throw in rumors of QE3.
There's just too much stagflation risk right now to my mind, but who the hell knows - this is not about real growth, it's all about inflating asset values, but the timing seems wrong to be going long on expectations of more QE in June...
Thus there is no fucking way to trade in this market.
The bond market has totally run out... no where left to go on spreads. More QE at this point will send SPX to infinity.
the markets will stay irrational for as long as the central bankers want it to, or until the currency collapses. The point is, the system is insolvent and nothing can be done to fix that without massive restructuring of the banks and insurers, so they are going to try to kill the instrument for measuring value, i.e. the currency, and they don't care how many they impoverish to achieve this goal. The alternative explanation is they don't really know what to do, but they are most afraid of a deflationary collapse (the Keynesian Nightmare), so they will stimulate the economy to death, because their textbooks don't explain debt saturation.
I concur. they cant stop printing. not now, not ever. the system will reset itself, once $ is lower then dxy 72...!
silver...$500...2012.
fuk u Bernank!
It's actually spelled Fuku (which, in Japanese, loosely translates "toxic debris shoved in dark places")
We need an investigation and a full blown congressional committiee set up to get this information before CT. gets it.
my, what a big avatar you have, hondo. i have avatar envy.
Bawney Fwank does nawt know anyfwing abowt dis, he doesn't vwant too svee it eiver, nawt the bwankers agwin.
u guys are a riot
sowwy about that spittle, I'l cwean you up.
well well look who just caught up.... that is exactly what is being referenced
So are we going up or down? I'm not smart enough to decipher this message. Thanks.
To the moon. QE3 is now virtually guaranteed, as someone is betting that the S&P will be skyrocketing.
Shit. I've got a boatload of puts on IWM and AAPL. I thought the madness might be over. Guess I'm wrong - again.
Keep an eye out for other QE3 hints.
Where is Randy Macho Man Savage when you need him.
Says who, a leaked Post-It note? Theres not even a name on it...odds on it being at most a head fake setup.
Right, QE3 virtually guaranteed since a leaked post-it with 'rock n roll go long $250' was found in a Erupean gutter.
im with u...
can one of ya'll (Tyler!!!) explain the ramifications for the Fraud Market as well as what the fuck now this is gonna do to the only 2 forms of "real" money???
fucking equity bullshit...sick of this shit...........
Up equities, down PM's.
Thanks God for another BTFD opportunity like we saw in January, February. I've been hoarding cash like crazy in anticipation of the biggest drop to date.
rrroooooow.
They need another crisis, no 1 will stand for QE3
http://www.youtube.com/watch?v=JSUIQgEVDM4
Already being worked on. Just let the state budget problems fester a little while longer. A wee little taste of austerity in the public sector, further contraction in housing and tax revenues, etc.
The Bernank crashs the market and the mob will be baying for QE3. And then .... QE3.
But on a real note, how the F**K do you go 250% long? Does margin rules not apply to the vermin? Obviously not...only the sheep.
No, really, like...250% long fo reelz!!
LOL this all makes me laugh.
?
I.e margin is allowed (and typically suggested from the PBs). Dont see the query here..
Say fund with $1bln buys eminis with a notional of $2.5bln. They are 250% long but still meeting all margin requirements.
Make sense?
You go 250% long by watching that bimbo take her underwear off. That is the usual route...but these days people find strange alternative byways...
Looks like the Market is a buy. What do they say hold your nose and buy.
Prices and valuations do not make sense but I guess you have to go with the trend and buy.
I did not like the market when my momentum indicators generated a buy signal on 9/1/2010, but I bought the SPY anyhow and made a great profit into early November. Then, I did not like the market when my momentum indicators generated a buy signal on 12/1/2010, but I bought the SPY anyway and made a nice profit into late February. Now, I don't like the market today, but my momentum indicators generated a new Buy signal on 3/23 and I went ahead and bought the SPY anyhow. I also bought the UWM, the QQQ, the QLD and the TNA and the JJC.
But what the fuck do I know.
Bill
Care to share your momentum indicators??
QE3 will cause riot in China and India, and perhaps in US as well.
Who wants q-daffy's oil when S&P is back in vertical mode.
"WE TALKING 250% NET LONG."
I don't know about this-what European trading desk has guys that speak ebonics?
was that necessary???
mah' fucka...
Sweden
Haarlem, The Netherlands?
DP
Fo REELZ! Personally I be 350% long silver! HA!
is this the nigerian prince that keeps sending me email?
he uses all caps too...
C O C K S U C A Z - time to burn washington to the ground - bang da ho !
That would prove nada. It is a divisional office of wall street.
Someone took the other side of that trade..So what, over-leverage, always leads one to the unemployment line....good luck Chuck
You're right, because it's all of a sudden impossible for them to take the other side as well hedging themselves 2x? Do you really think with this volume and the way the markets are some guy with 60bn was just like eh... I'm'a go super short S&P? Look at the chart man, smell the roses. This shit's a game to these guys.
LOL what volume are you referring to?
Sweet Jesus looks like Christmas in St. Barts is on again. Bernbank seen fueling fleet of CH-47s pallet loaded $$$$$ on tarmac. fuse is lit prepare for ramp job bitches.....
This Groundhog day flick plays on.
watch out for that first step,, its a dooozzy.
needlenose ned....
did anyone tell china yet?
That is probably why Amzn, Crm, Cmg, Aapl, Goog all went up big today.
So? I would have done the same thing.
-John Meriwether
Angry, emo trader. The CAPS gives it away.
Always listen to financial advice from anonymous sources that use the phrase "rock and roll".
Time to rock n roll, and go long 250%! Comical.
Wanna hear some more Dead Kennedys?
http://www.youtube.com/watch?v=l7TWLxCIgwE&feature=more_related
BTFD 250%!
Setting cruise control.... $100B / month... done. Let's go on vacation.
-B
"TWO INSTITUTIONS ARE COORDINATING ACTION WITH OFFICES IN CONNECTICUT. CHECK INFLOWS OF BLUE CHIP HEDGE FUNDS IN JAN FEB."
So what institutions and whos in Connecticut?
It sounds like these guys knew about GS and BOA GPD downgrade back in Jan 2011, and if so than QE3 was decided back in Dec 2010
QE(n) was decided a couple of years ago when we bailed out the banks.
Once the printing started in earnest with QE1, it was never to stop because it can't.
If you want to validate huge inflows into the CME's e-Mini S&P 500 electronic futures contract you can monitor the Order Flow Momentum of this contract in real-time here:
http://algofutures.com/
If there is monster order flow as described, it will show up on the tape.
Hope this helps.
Setting cruise control.... $100B / month... done. Let's go on vacation.
-B
EU funds hedging against the Euro?
Turkey just "dropped a bomb."
So if this is 'leaked' to aggresively go long that means big money wants to cash in at the highs.
Heeeeellllooooo. Calling all bagholders...
I think it's all BS
Do not worry, do not care. Join the NYFed and join the party. They are looking for a senior PR person. Job was posted on March 15.
http://www.linkedin.com/jobs?viewJob=&jobId=1423005
Harry Wanker would be the ideal candidate.
Maybe Benie Bucks has plans to really CRASH the Dollar.
Default on Us Debt?
I would recommend everyone to act on this message.
Disclaimer:
The information provided above is not a subsitute for sound financial advice from a reputable firm such as GS but who gives a rat's ass. BTFD
RIMM job Bitchz
Who other than the Fed has $50 billion to bet?
New to the party, fellas. I guess we didn't get the QE3 press release that found it's way to GS and JPM. And here I thought I was part of the "in" crowd.
How on Earth do they think this is going to work out?
DavidC
I'm not a rocket scientist, but probably similar to QE1 and QE2...
So, total fail you mean?
Silver doesn't sweat QE3
Agreed! The only real short term threat to pm miners and the metal itself is a collapse in equities. QE can never end because the ponzi would unravel....therefore I hope some people bought some PM or miners on this dip/margin adjustment....or whatever you call it.
Seems suspect.
For the purposes of propaganda, QE3 won't ever exist but QE2 will continue to rumble. This means that there won't be a big fanfare in June and a grand unveiling of QE3 because it wouldn't be politically acceptable. Instead, there will be a gentle re-test of support, which will prove solid due to behind the scenes continuing POMO. The Bernank didn't ever say that QE2 would come to an end...
I disagree. I get what you're saying, but at this stage in the game it doesn't make a difference if they announce it or not. The markets will just keep climbing and people will continue being clueless.
Fuckin' QE3ple.
you really want to go long here, thanks for the money!
Definitely bullish for Jesus. He's supposed to be on his way back by now.
anyone trading on this? if this is for real than i will appreciate the ZH bitchez a little bit more in the future. You can all doom here as long as you want, i would bet 10K that most of you guys are willing to drink out of chairsatans pisspot if you could frontrun QE3... if you cant beat em, join em <evil> bitchez
Big whoop. S&P will tank at 1360 anyway.
God told me so........
He told me 1355! Wait till I get a hold of Him. He talks to me through the toaster, how about you?
He told me 1280 in AUG98. Been long term underweight US large caps ever since.
Wouldn't this be a wet dream if this was the work of anonymous or A99, or whoever the fuck they are...
Hack into some large funds and bloomies and just start fucking with shit.
If I recall in the last video they gave Ben two weeks to step down and that was about...two weeks ago.
Sure as hell would be awesome.
Jeez no wonder the Dollar trades like dog shit. Goldmans call for 1.50 euro might not only be right they may have low balled it by about 6 . What happens when Japan dumps its 1 trillion in bonds over the course of a couple of months ? Thats your fucking QE3 .
Let me explain
Bank of Japan will cause a currency crisis in the Yen when they overshoot their load -
They will commence selling their large UST's en masse which will flood the US markets with dollars causing MASSIVE inflation in the US hence whoever has dollars puts them in the market as a "safe haven" being bernanke somehow keeps rates low at the same time .
that's what I see.
Joe Weisenthal says BTFD .
Sissy Europeans, I'm goin 450% long fo reelz!
Aren't hedge funds just chum for the TBTF banks? Shark attack coming soon!!!
Make that 451% long.
500% update.
"sho ya right!!!"
now cut it out playa....
Youz gonna silva-plate ya wheelz, sheep?
the vault is open and cash just appears.
why would they lock it up, ever? not only do they have
a technology called a printing press and super computers,
they also have the political and legal framework to
steal in broad daylight, distributing value one way and
corresponding debt the other.
they will not stop until they are removed from positions
of influence. why would they stop? there appears more
to steal. they will just get bigger trucks and bigger boats
and bigger estates to put more self sufficient survival stuff.
If true, they must have shit for brains. I'd just as soon be long Arkansas condos.
Prepare to go long Arkansas condos.
+250% LMAO
Damn. I want to know how Tyler got ahold of my e-mail. That shit is confidential, and I'm going to sue your pants off!
/s/
QE3 been berry berry good to me!
Get us their names. They must
be feeble minded.
this is complete bullshit....fucking warburgers!
Total BS I'd say, WTF is long 250% supposed to mean? If anything a big plunge is on deck. What are we to believe, that its 2008 and 'stocks' will go bananas with a whisper of more fake money being printed and everyone will finally bow down to the animal spirits and put their last dime in? Its not 2008 anymore, and the world is on fire with world war, disasters, and bankruptcies! But go buy all you like, whatever.
I agree.......look at the volume.....nothing going on there.
does anyone really believe a puppet president has a thing to say about all this? We aren't that naive?
Total headfake. Yeah right--a leak. You all know the drill. QE until the dollar is on the verge of collapse, stop QE until the dollar gets too strong and everyone is certain a deflationary collapse is a guarantee. Then hit the gas for more QE until the dollar becomes so weak everyone thinks hyperinflation is coming. Wash, rinse, repeat until the air is completely out of the balloon. I say another decade should do the trick or unless the sheeple demand it stop.
No, he said he took a leak.
Acheter le creux putain!
Pro: QE(shhh)3 is now a EU-based operation
Con: Disinformation = "mega" bagholders?
To me this "leak" smells like more BS. The downside risks in U.S. markets far outweigh any possible advantages.
'I dont know', 'could be' 'if' 'rock n roll', sounds like a real highly positioned fund manager to me with real solid info! Or, maybe you shouldnt bring me every piece of trash you find lying around.....WIN for the sheepdog for first Fight Club reference!!
40-60 bn? Must be from Quadaffi's $$ that they siezed!!!
WOW....ZH putting to print unverified bullcrap to sway sentiment. I thought I'd never see it here. But alas, google ads only pay so much.
Someone placed huge bets the dollar is about to nosedive into oblivion . Is that so hard to believe ?
i'm naive...and I thrive on shitsandwiches. Is that so hard to believe?
Assange!
Put the iPad down, Now!
Glenn Beck Fed "expose" on at 5pm.
Would love to see what the masses are being Fed. This episode will reveal how captured / if he is.
My bets on watered down.
Equities are starting to act as a hedge for fiat and bonds.
Simple logic, sounds veritable.
This shit is 'sposed to
drive you bagholders in
for the kill, I think,
because you're not 'sposed to know stocks are only worth 60% of what they're selling for today.
And a T bond is worth what again?
Sounds like BS to me. If they knew QE3 was a lock they'd go ultra long commodities. Why invest in something like S&P that only gets propped up by QE, when you can invest in something that surges with QE.
Everyone is just waiting to hand the bag off in June when QE2 ends. The market and commodities will all tank. After a 2 month bloodbath people will be begging for QE3.
It will the the largest BTFD of all time.
ES now pinned at the highs of the day.
Looks like "The Fix is In".
I'll venture to guess that RIMM is one of the very few stocks you were not holding long since it is now having a less than glorious after hours session thanks to abysmal earnings and guidance?
Aren't you just sooooo lucky?
*wonders what Bill Gross is doing with that $45B war chest today*
refinancing the Dubai debt? You really think the Gross announcement and his supposed "cash out" was setting the pace for something obvious? Bahahaha....they're all shills....the lot of them. Off with their heads....(after we figure a way around their security)
I already wondered what these 6-8 point spikes in ES were at 5.40 EST today and 5.20 EST yesterday on no news. Don't know what to think of this, it's way to early to put on a trade now with QE2 still running and an at least two month pause after June.
From this mornings ABC News "Presdential Planner".
"In the afternoon, the president will sit down privately with Treasury Secretary Geithner in the Oval Office."
Maybe the former N.Y. Fed Prez leaked from his one on one with the "Kinetic occupier of the Oval Office"
HEY,..I CAN'T BE BROKE, I HAVE 481 CHECKS LEFT.
FINRA’s “Suitability Rule” 2111 (or how to legally trade with reckless abandon)
http://marketshotnyc.com/2011/03/23/lawsuitapalooza-2012/
Will QE3 really be good for the markets at this point? At this point enough people understand what QE2 has been doing that announcing another round should just make everyone afraid of inflation.
I think that the Fed wants a strong dollar now. A bit of a market crash would flush out a lot of weak hands and let the TBTF buy up more. A real correction in PMs would likewise flush out anyone who's bought on margin, let JPM off the hook with some or all of its shorts, and also let the TBTF accumulate at the lows.
Remember that the TBTFs are still fully insolvent, and are only being saved from their masses of toxic derivatives by the changed mark-to-market rules. Bernanke and Tiny Tim's ultimate goal has to be to allow them a way to get back to solvency, and robbing people through a provoked market crash is as good a way as any.
Its all true, we are living the greatest geopolitical conspiracy in human history. It all started with Nathan Mayer Rothschild and the Napoleonic Wars. From Napoleon to Hitler to George W. Bush. They all are puppets of the greedy Jew. No wonder Nixon called them obnoxious. You must understand history to see the bigger picture.
http://www.prnewswire.com/news-releases/amidst-growing-world-doubts-abou...
Listen you stupid POS. This site does tend to attract some of the lower IQ racists and unfortunately those of us who enjoy the eduducational info, we must tolerate the smell of farts like you. BTW, you cropped the rest of the image on your avatar of the Grand Mufti of Jerusalem Seig heiling Nazi troops. Go back and beat off to your ebay WWII Nazi helmet.
I do not think many Americans understand the evolution of nations since most are creationists. Your government is dumbing you down. Darwin is completely marginalized. The best example are you and your prejudices. America is done. Example? 2 in 3 births in Texas are Mestizos. You are colonized before your very eyes. Wake up you fools. This is war without firing a shot. Liberalism only benefits minorities until they become the majority.
Unfortunately you are right. My stupid fellow americans sat on their ass -or had their heads firmly up their ass - while our country was taken over by treasonous bastards
You earned 11 junks.
It's amazing how stupid people can be.
I don't want to say ZH has jumped the shark but some of the lower intellects are truly sad.
Hmmm, talk about stupid, somehow I double posted.
Going nowhere.
http://www.ca2.uscourts.gov/judgesmain.htm
This just got leaked from Wikileaks:
Crawford Perspectives see's uranus bum fucking mars and the rear rape throws earth into orbital orgasm.
However, stocks don't tank like he thought.
http://video.ft.com/v/853130942001/The-great-market-threat-
" WE ARE TALKING ABOUT SOME 40-60BN PUT AT WORK PRIMARILY ON EMINIS AT THE MOMENT. "
The contract value of eminis is $50 X futures price ~ 1300=$65k
emini Open interest at the end of Feb was around 3mil X $65k= $195 bil
so.......even if we preclude the notion of position limits as they might apply to " TWO LARGE MACRO FUNDS" , let's try & get our arms around the impact a new inflow of $60 bil would have on a market that was recently valued@ <$200 bill. I guarantee you would be seeing a far more ICBM launch-type of price action than we are.
Sounds like a load of crap......
my charts say we swan dive tomorrow! my intuition says to grab extra Depends tonight at WallyWorld.
If I was holding that kind of cash I would be buying incrementally on dips.
Yes and you're not even taking into account margin..
It's probably a hedged move. Most likely they have put on some massive shorts of individual stocks, and gone long the index, because as we all know the generals can go into battle without the soldiers behind them, as long as Bernanke tells them to.
Lots of cash at Bridgewater, GMO, even PIMCO too.
So they go long es, then they will short their selected under-performers, right? Large caps with no dividends preferred? Lets see here
There was after all a dip last week.
The G7 is now actively managing the race to the bottom. Do we really need a QE3 in that environment?
Anybody else notice how this week is
Tsunami Awareness Week: March 20-26, 2011 ?
ES popping WTF?